Experience

Percussion Software

• United States
• Software Development
• 1 - 100 Employee

• Director Of Finance And Operations

  • May 2014 - Present

  Percussion Software's award-winning web content management system is used by higher education, government agencies, and business organizations - SMB to Enterprise. Marketers use Percussion CMS to create, publish, and share content that drives web traffic, engages visitors, and looks great on any device. Percussion customers love our unique coaching program, drag-and-drop editing, built-in blogs, responsive mobile templates, SEO tools, and fast migration with LiveFirst. Percussion CMS is a product, not a platform, so you can launch in days instead of months. Take ownership of content and design, and go live. • Oversee all financial operations and direct corporate financial planning and structure • Coordinate, analyze and report the financial performance to Management and Board of Directors (financial performance, projections and other special projects as required) • Prepare short and long-term financial forecasts of financial performance for use with internal management and external parties • Oversee audit and tax functions, coordinate activities with outside audit firms and review firms performance • Oversee the monthly close process including but not limited to reviewing and preparing journal entries and account reconciliations. • Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual. Oversee all aspects of the Accounting department. Manage annual budget and monthly reporting of budget to actual figures. Show less



ViewDo Labs (part of Percussion Software since 2015) (ViewDo Labs formerly Axceler till 2013)

• Woburn MA

• Director Of Finance And Operations

  • Jul 2009 - Present

  • Responsible for consolidated financial statement reporting, budget to actual reporting, bookings to revenue reporting, forecasting, completion of monthly account reconciliations, bank reconciliations, and deferred revenue. • Coordinate annual audit and tax returns. • Oversee all aspects of Accounts Receivable and Accounts Payable functions. • Oversee payroll function including, but not limited to, semi-monthly US and UK payroll, calculating commissions and bonuses, submitting 401K. • Track and report on fixed assets. • Ensure sales and use tax compliance. • Draft and recommend new and/or update procedures and policies to senior management. • Manage annual budget. Provide operating budgets for upcoming 4 years. • Closely manage cash, revenue, and cash expenditures to ensure compliance with bank covenants. • Maintain corporate insurance policies. • Manage Accounting staff. Show less



Crescendo Content Marketing

• United States
• Software Development
• 1 - 100 Employee

• Director of Finance

  • Jul 2015 - Dec 2016

  Crescendo is a Content Marketing System built by marketers for marketers (with the help of a brilliant engineering team, of course) that delivers actionable insights into how content is driving revenue. The system enhances the six facets of your content marketing lifecycle: Create & Optimize Publish & Amplify Analyze & Suggest Founded in 2015 by a successful group of entrepreneur-investors, content marketers, product designers, engineers, and dreamers, Crescendo is on a mission to make content effectiveness more transparent, measurable, and actionable than ever before. • Oversee all financial operations and direct corporate financial planning and structure • Coordinate, analyze and report the financial performance to Management and Board of Directors (financial performance, projections and other special projects as required) • Prepare short and long-term financial forecasts of financial performance for use with internal management and external parties • Oversee audit and tax functions, coordinate activities with outside audit firms and review firms performance • Oversee the monthly close process including but not limited to reviewing and preparing journal entries and account reconciliations. • Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual. • Oversee all aspects of the Accounting department. • Manage annual budget and monthly reporting of budget to actual figures. Show less



Axceler (Acquired by Metalogix in 2013)

• United States
• Software Development
• 1 - 100 Employee

• Accounting Manager

  • Jan 2007 - Jul 2009

  • Responsible for consolidated financial statement reporting, budget to actual reporting, bookings to revenue reporting, forecasting, completion of monthly account reconciliations, bank reconciliations, and deferred revenue. • Coordinated annual audit. • Managed conversion to new accounting software. • Responsible for all aspects of Accounts Receivable and Accounts Payable functions. • Responsible for payroll including, but not limited to semi-monthly payroll, calculating commissions and bonuses, submitting 401K. • Responsible for software licensing and tracking. • Managed annual budget. Provide operating budgets for upcoming 4 years. • Streamlined Accounts Receivable and Accounts Payable processes. Show less



Percussion Software

• United States
• Software Development
• 1 - 100 Employee

• Staff Accountant

  • Oct 2004 - Dec 2006

  • Responsible for all aspects of Accounts Receivable• Responsible for software licensing and tracking.• Assisted with monthly end close including account reconciliations and journal entries• Calculated cash forecasts• Tracked deferred revenue of $5MM• Tracked fixed assets• Calculated and filed multi-state sales and use tax. • Finance projects included audit preparation and implementing new accounting software.

• Accounts Receivable Coordinator

  • Jul 2002 - Sep 2004

  • Approved and invoiced all customer purchase orders• Reviewed and approved employee expenses• Processed all cash receipts and bank deposits• Daily collection calls. • Shipping and receiving. • Operations projects included designing new databases and tracking annual shipping costs.